ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 393 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.09 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $9,344 | +3.9% | 197 | -6.2% | 0.00% | – |
Q2 2023 | $8,996 | -2.1% | 210 | 0.0% | 0.00% | – |
Q1 2023 | $9,188 | -5.9% | 210 | 0.0% | 0.00% | – |
Q4 2022 | $9,763 | +22.0% | 210 | +6.6% | 0.00% | – |
Q3 2022 | $8,000 | 0.0% | 197 | 0.0% | 0.00% | – |
Q2 2022 | $8,000 | 0.0% | 197 | 0.0% | 0.00% | – |
Q1 2022 | $8,000 | -46.7% | 197 | -60.5% | 0.00% | – |
Q4 2021 | $15,000 | – | 499 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
EQ LLC | 135,932 | $3,887,000 | 2.97% |
MCMORGAN & CO LLC | 417,561 | $12,147,000 | 2.65% |
Pettinga Financial Advisors LLC | 295,690 | $8,602,000 | 2.30% |
HawsGoodwin Investment Management LLC | 252,259 | $7,338,000 | 2.26% |
Ironwood Financial, llc | 254,992 | $7,418,000 | 2.23% |
Procyon Advisors, LLC | 274,185 | $7,976,000 | 2.18% |
BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 300,000 | $8,727,000 | 2.10% |
ONE Advisory Partners, LLC | 113,439 | $3,300,000 | 2.03% |
Cadent Capital Advisors, LLC | 166,027 | $4,830,000 | 2.01% |
Bernardo Wealth Planning LLC | 114,211 | $3,322,000 | 1.99% |